Private Equity · Venture Capital · Family Offices
The Private Investing Intelligence Platform
Discover, diligence, and monitor — across every asset class you hold. FactorIQ sits on top of the stack you already run, and gets to work before you open it.
The problem
Your data is fine. Your answers are three weeks old.
Fragmented sources.
Portfolio data lives across ERP, CRM, fund admin, spreadsheets, and PDFs. No single view, and no agreement on which number is current.
Manual assembly.
Analysts rebuild the same models every quarter. LP reporting takes weeks that should take an afternoon.
No line of sight.
Fund-level performance is visible. What the operating companies are actually doing is not.
How it works
One loop, running continuously.
Discover
Surface targets across 13 configurable asset classes. FactorIQ ingests deal flow from your inbox, data rooms, and third-party feeds and structures it for comparison from the first pass.
- Sourcing pipelines by asset class
- Automated deduplication across sources
- Comparable-set assembly at intake
Diligence
Screen and diligence with a workbench, not a scratchpad. Model, memo, and decide with the same lineage that will later drive monitoring — no rebuild between stages.
- IC-ready memos with cited figures
- Deal-level workspaces and tasking
- Underwriting models that carry into monitoring
Monitor
Track fund and portfolio-company performance continuously. LP reporting stops being a quarterly scramble and becomes a byproduct of the platform running.
- Continuous portfolio-company KPIs
- LP-ready narratives and exhibits
- Alerts when a metric leaves its range
Daily AI Review
Every morning, FactorIQ synthesizes portfolio performance, pipeline movement, fund metrics, and market events into one briefing. It runs whether or not anyone opens the platform.
What no one else does
Fund-level reporting tells you what happened. Operator Intelligence tells you what's happening.
We go beyond fund-level roll-ups into the operating companies themselves — the layer where value is actually created or lost.
- P&L, balance sheet, and cash flow at the portfolio-company level
- Operational KPIs tracked continuously, not quarterly
- Peer benchmarking against comparable operating companies
- Cybersecurity risk monitoring across the portfolio
Auditability
Every number points back to its source.
Ask a question in natural language. Get an answer with the citation attached — the source system, the document, the row. Nothing appears without a trail behind it.
- End-to-end data lineage from source to answer
- Metadata catalog covering every ingested field
- Automated quality validation on every load
Who it's for
Built for three kinds of investor.
Operational visibility into every portfolio company, not just the fund.
Portfolio data without the founder tax.
The analysis layer on top of the reporting system you already have.
See it against your own portfolio.
A 30-minute walkthrough using your asset classes and your metrics.
Request a demo